Whipplewood Advisors’s Main Street Capital MAIN Stock Holding History

Whipplewood Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$418K	Buy	8,054 +2,846	+55%	+$150K	0.28%	80
2026 Q1	$276K	Buy	+5,208	New	+$308K	0.14%	115

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Whipplewood Advisors's MAIN Position: Q2 2026 in Review

Whipplewood Advisors increased its Main Street Capital (MAIN) stake by 55% in Q2 2026, buying an estimated $150K and bringing the position to 8,054 shares worth $418K. The position accounts for 0.28% of the portfolio, ranked #80.

Whipplewood Advisors first reported a position in MAIN in Q1 2026 and has held it in 2 quarters since. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Whipplewood Advisors held 8,054 shares of Main Street Capital worth $418K as of Q2 2026.
Whipplewood Advisors bought 2,846 Main Street Capital shares in Q2 2026, an estimated $150K.
Main Street Capital made up 0.28% of Whipplewood Advisors's portfolio in Q2 2026, its #80 holding.
Whipplewood Advisors first reported a position in Main Street Capital in Q1 2026 and has held it in 2 quarters since.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.